We take on more of your risk because we are a 3(38) Investment Manager.
SPECIALIZING IN 401(K) SERVICE
FOR SMALL & MID-SIZE BUSINESSES
Dedicated to small and medium-size businesses who want to get the most from their 401(k) plan.Our Service Difference Get a Plan Review
No Two Businesses are the Same
And no two 401(k) plans should be either. That's why we take the time to get to know your business' and employees' needs to create a custom 401(k) solution for your company.
Simplify your plan administration burdens with Fisher Investments 401(k) Solutions.
With Fisher Investments, you’ll get our uncompromising commitment to excellent service.
401(k) plan can work harder when you choose a provider who makes sure it meets the needs of all types of investors.
Common Reasons Businesses Make A Switch
All 401(k) investment plans are not the same. Fisher Investments 401(k) Solutions will work with your business to help you and your employees get the most out of your 401(k) plan.
HELPING SMALL & MEDIUM-SIZED COMPANIES
Client logos and names are as of 1/26/2018. SEC Regulatory Disclaimer: Case studies are selected based on how they illustrate common 401(k) plan goals. It is not known whether the clients approve or disapprove of Fisher Investments 401(k) Solutions or the services provided.
We help people of all ages and all income levels save for a comfortable retirement.
Our entire business is specifically designed to meet this important goal. That’s why we’ve introduced the role of a dedicated Retirement Counselor.
Your Retirement Counselor will take the lead on your plan conversion, deliver a best-in-class enrollment day and continue to lighten your load for ongoing plan administration and employee education.